Client Management Update: Demote and Promote Clients

Gain more control of your data in your Analytics platform by excluding unwanted clients. You can now filter specific clients out of your Analytics dashboard by switching real clients – which you may have created for demo purposes – to sample clients. (but don’t worry, you can switch them back!)

Here’s how…

On the Client list, find the client you want to change. Expand the client menu and click Demote to Sample Client.

That’s it!

Note a few limitations apply to sample clients:

  • Vault documents cannot be uploaded from an external source
  • Connections cannot be added for sample clients
  • All reports and presentations will have a draft watermark on them

 Pro tip: Moving a client to a sample client disables their connections, so note that any clients who are demoted to sample clients will lose active connections.

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.